+76.0%
DOCN vs VG
-51.4%
+127.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.9% | -4.0% | -11.9% | -15.4% |
| 7D | -29.3% | -22.0% | -7.3% | -27.3% |
| 30D | -46.0% | -14.7% | -31.3% | -45.1% |
| 3M | -43.2% | -7.1% | -36.1% | -42.9% |
| 6M | -53.7% | -11.2% | -42.6% | -53.6% |
| YTD | +46.9% | +69.8% | -22.9% | +29.2% |
| 1Y | +54.3% | +49.9% | +4.5% | +38.0% |
| All | +76.0% | -51.4% | +127.4% | +62.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling